Our story

Maxim was co-founded by Chris Sneddon and Steve Roxby back in 1997. First set up as an accounting practice, today we are a boutique team of strategic accountants, business advisors and financial planners with a wide professional network.

The Maxim group comprises two core businesses.  Born from the original accounting practice established in 1997, founders Chris Sneddon and Steve Roxby quickly established a client service philosophy that has been tried and tested for more than 20 years, and continues to ensure Maxim provides a unique advice experience to our clients across all aspects of their lives.

That philosophy is best described as a commitment to truly understand the people behind the businesses and the families that we deal with, to build a trusted relationship, to ask the hard questions, to listen, to challenge when needed, to provide honest feedback, and simply to care.

Over time it became evident that the achievements of this servicing philosophy for the business clients of Maxim, should translate equally as well into the realm of providing strategic personal financial advice. After all, behind every business, lies its people, and ultimately our business clients do what they do, primarily to achieve the lifestyle they desire for themselves and their families.

From that realisation, Maxim Private Clients was born. Maxim Private Clients is the financial planning division of the Maxim Advisors group. Separate for no other reason than the complexity of operating its own Australian Financial Services Licence, the collaborative advice philosophy and team approach of the Maxim Advisors group across accounting and financial planning disciplines is unparalleled.

Our clients enjoy the unique experience of having a team of experts working together, with them, sharing ideas and collaborating, rather than competing with each other, and ultimately ensuring that their best interests are at the heart of everything we do.

Our Approach

Our philosophy is simple. By taking the time to understand our clients – both professionally and personally – by building relationships, by asking hard questions, by giving honest feedback and by challenging – we can help them achieve their goals and live the life they want.  

In our first meeting with you, we always start by looking at the big picture and ask the same three questions: Where are you now? Where do you want to be? How will you get there? Your answers and perspective are what help us help you more effectively.

Trust

We’ve learnt that trust and respect can’t be built on false pleasantries, or a free coffee every time you come in for a visit. We’ve found it comes from telling it like it is and staying by your side through all the ups and downs.

Results First, Always

We believe every client is different and every problem needs a unique solution. That’s why our focus isn’t just on giving you a more impressive bottom line, but by finding insights and creating strategies to further grow your wealth and future-proof your success.

Networking

Sometimes we like to think of ourselves as business-to-business connectors. Through our extensive referral network and our connections to the business community, we can connect businesses with mutual interests together.  Just another way we can help you grow your business.

Knowledge Transfer

When it comes to what’s happening out there in the business and finance world, we’ve always got our finger on the pulse. To keep you in the know, we hold regular workshops and seminars on how to improve your business, personal wealth and grow your knowledge.

Chris Sneddon
Director - Advisory
Steve Roxby
Director - Advisory
Scott Norrish
Director/CEO
Matt Haggarty
Director - Planning
Dave Minehan
Director - Planning
Damien Cameron
Partner - Advisory
Cassandra Sharp
Partner - Advisory
Scott Brooks
Partner - Advisory
Courtney Dolan
Client Manager - Advisory
Alex Jenkins
Senior Financial Planner
Chad Thomas-Cook
Senior Financial Planner
Janine Whipper
Client Service Co-ordinator - Planning
Jayde Toole
Executive Assistant to Directors/Events
Ashley McCarron
Client Service Co-ordinator - Advisory
Kerri Atkin
Client Service Co-ordinator - Advisory
Erin Marney
Operations Manager
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Chris Sneddon
Director - Advisory

As the son of a Chartered Accountant and entrepreneur, you could say numbers are in Chris’ blood.

A co-founding partner of Maxim, Chris is known as the guy that gets things done. If there’s a problem, he’ll solve it. If there is a cause, he’ll champion it. And the more complex a business problem, the deeper Chris digs to find the right solution.

Chris’ strategies have helped grow businesses of all sizes across a number of industries including commercial and residential property markets, hospitality and professional service providers.

When he’s not solving problems for clients, Chris can be found pulling the strings for a number of local organisations.

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Steve Roxby
Director - Advisory

Never afraid to ask the tough questions, sports fan, yoga convert and fellow co-founder Steve combines strategy with out-of-the square creative thinking to help clients get the results they want.

While it was a love of numbers and problem solving that kicked off his career, it’s Steve’s strong connection with people and ability to be seen as a true partner that has kept him in business for over 20 years. His knowledge, experience and down-to-earth nature helps clients shape their success.

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Scott Norrish
Director/CEO

Scott’s been in the accounting and financial services game since 1999 and has seen what works and what doesn’t. He understands the importance of listening to clients, and uses these insights to deliver the best strategic yet personalised advice.

Describing himself as a mentor, thought provoker and reality checker, Scott takes time to understand what you want to hear but also tells you what you need to hear. Outside of work, he’s a family man who enjoys golf and all things sport – go the Knights!

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Matt Haggarty
Director - Planning

Newcastle-born Matt has over 20 years’ experience in financial services and investment management. He specialises in finding solutions for people serious about growing and protecting their business and assets while creating a balanced lifestyle.

Previously, Matt has lived and worked in Sydney, Perth and Brisbane. In his free time he loves being outdoors, whether it’s surfing, motorbiking or camping with his family and friends. He’s always looking for the next adventure and to get the most out of life.

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Dave Minehan
Director - Planning

Dave has over 20 years’ experience delivering financial planning advice. Like everyone in the Maxim team, he thrives on meeting and getting to know his clients, building relationships and helping them achieve the results they want.

Committed to growth, Dave is always keen to learn more and is looking forward to the next 10 years. Downtime for him means spending time with his wife, running around after the kids and coaching, playing and watching soccer.

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Damien Cameron
Partner - Advisory

One of the Maxim’s integral team players for over 10 years, Damien’s business experience includes bachelor degrees in marketing and commerce, chartered accountancy and almost 20 years helping people sort out their finances.

Damien has a strong passion for developing solid relationships, which he puts into effect both in the office and with his clients. He’s also a huge sports fan and a keen supporter of the Newcastle Knights, so much so that you’ll see him at every home game.

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Cassandra Sharp
Partner - Advisory

Cass has a wealth of experience in the accounting, tax and superannuation sectors. Her ‘can do’ attitude enables her to work well alongside clients to help them grow their businesses. What does she enjoy most? Problem solving and getting results.

Cass values relationship building and currently holds the position of President for the Hunter Business Women’s Network. In her spare time, she’s a keen netball player, and likes good food, fine wine and watching the tennis.

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Scott Brooks
Partner - Advisory

With over 20 years’ experience in the business, not only is Scott a skilled number cruncher and advisor, he’s also a real people person. What does he get his biggest kick out of? Getting to know his clients and seeing them enjoy the benefits of their success. 

Having worked overseas in both the US and UK for big international firms, Scott is happy to be back living in Newcastle. As well as getting involved in local community and charity work, his free time is taken up with sport and relaxing with his family and dog. 

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Courtney Dolan
Client Manager - Advisory

A qualified chartered accountant, Courtney has over 17 years’ experience working across a broad range of industries. Her energetic and forward-thinking approach certainly does the trick when it comes to keeping our clients happy.  

Outside of the office, Courtney is passionate about the revitalisation of Newcastle and is excited to be amongst it. She is particularly interested in the cities evolving and thriving food culture which she is always more than willing to test out.  


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Alex Jenkins
Senior Financial Planner

A proud Novocastrian, Alex has been in the financial services industry for over 17 years. He specialises in the protection of assets and one’s lifestyle through insurances and enjoys the close financial/working relationship is able to develop with clients, especially during the transition phase between super accumulation and retirement.

Outside of the office, Alex is an active member of the Merewether Surf Life Saving Club and values time with his wife and two daughters above all else. 

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Chad Thomas-Cook
Senior Financial Planner

A qualified financial planner, Chad has been in the industry for nearly 15 years and has completed his Bachelor of Finance and Advanced Diploma of Financial Planning. For Chad, helping people achieve their dreams is why he sought a career in financial planning and has him turning up day after day.

Chad has a young family and enjoys getting outdoors and spending time with them as much as he can. A self-proclaimed craft beer and wine expert, Chad also has a passion for exercise and keeping fit.  

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Janine Whipper
Client Service Co-ordinator - Planning
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Jayde Toole
Executive Assistant to Directors/Events
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Ashley McCarron
Client Service Co-ordinator - Advisory
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Kerri Atkin
Client Service Co-ordinator - Advisory
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Erin Marney
Operations Manager

Testimonials

We see ourselves as being like a business partner to our clients.

We’re not scared to ask the tough questions and we’ll push the boundaries of what’s possible to help them build their business and reach their goals. Like any good partner, we also stick with our clients through all the ups and downs, and we grow as they grow.

Our clients are diverse and come in all shapes and sizes. One thing they all share however, is an open mind to new ideas and a drive to always be better. They respect what we do and share our values of honesty and trust.

Here's what some of our clients have said about us over the years.

RTC Group

Maxim aren't your typical advisor....they are a great mentor. You talk about business training and coaching, it's great to read it in theory, but Maxim fills the gap in how you apply it in everyday life. Maxim have been instrumental in supporting me both professionally and personally. 

Richard Claut
Director

ABC Orthodontics

As a long term client of Maxim, I have always been impressed at the high levels of service provided by their team. They are certainly a stand out in the Advisory sector.

Dr. Ed Kosy
Specialist Orthodontist

Robinson Property

Robinson Property don't see Maxim as an accounting firm, we see them as a corporate advisor to our business...we work with Maxim to strengthen and improve our business in the medium to long term. 

Guy Robinson
Director
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